jakiro
1. ETH L2 Summer arrives as scheduled
ETH+L2 is already the largest homogeneous cross -chain. My ecological group.With the listing of StarkNet/ZKSYNC/Scroll/Blast, PK in the two directions of technical flow and market flow will make the L2 market compete at whitening.
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2. Modification is the inevitable iteration of public chain technology
/ Modular blockchain, an in invitable iteration
With the launch of Celestia, the market share of the DA layer has signs of being separated from the exclusive monopoly of Ethereum.At present, OP Stack, Polygon CDK, etc. all provide mature smart contract architectures, which also allows the industry to explore Bitcoin DA in combination with Bitvm papers in Bitcoin.For example, the bloom in the fields of shared/decentralized sequencers and RaaS services, all marked the rapid iteration of blockchain to modularized.
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3. The outbreak of BTCFI reached 10%liquidity release of Bitcoin
Tworal purposeism+market hotspots will outbreak of energy beyond the imagination of technical cleanliness. The value of BTC liquidity release is a gold mine that has not been excavated.After the narrative of the inscription, it is the wave of L2 and BTC applications of BTC. As Bitcoin’s liquidity is expected to be released more than 10%, BTCFI will carry a market of more than $ 100 billion.
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4. RESTAKING’s consensus set baby Leduo
In the modular blockchain narrative, the projects of the consensus layer are very limited. Among them, the consensus security provided by Bitcoin and Ethereum is the two major projects recognized by the entire network.RestAKING’s proposal can help emerging blockchain projects to obtain appropriate security during the launching stage, thereby avoiding the use of unhealthy token mechanisms that use high to emit inflation.Here Bitcoin ecology is mainly Babylon. BTC -related ecology has also adopted Babylon one after another, and Ethereum is the leader of Eigenlayer. LSD’s narrative has derived the narrative of LRDs (liquid reconstruction derivatives?).On the LSD/LRD narrative, PENDLE, which split principal and interest, as the unique place in ecology, has continued to perform well in TVL, user data and token prices.
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5. The second cycle of Gamefi
/ The Second Cycle of Gamefi
The large -scale popularization of MPC wallet has expanded user technology.After three years of iteration, more playful games will have more powerful user capture capabilities than their predecessors.The richer game content will increase the complexity of the economic system, and gradually get rid of the pure Pang’s attributes of the previous cycle.
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6. AI+Web3: In the algorithm, computing power and verified long -term narrative
AI is the main narrative in the field of technology, and its iterative will continue to inject vitality to Crypto.Onchain AI can use smart contracts to achieve automation and dynamicization and dynamic of artificial intelligence.At the same time, blockchain technology provides transparent and verifiable solutions for various aspects of AI (such as ZKML/OPML).In addition, key elements such as AI models, GPU computing power, data feeding, and data marks can be integrated into the blockchain.
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7. DEPIN-physical flywheel Defi, index growth
/ Depin -A Physical Flywheel -Like DEFI with Exponential Growth
It is a new phenomenon -level online+offline currency distribution and service provision model. In the cycle where the infrastructure is gradually improved, the application of Crypto will increase the network index type of DEPIN.
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/ Social Experiments in Social tokenization are underway
Although Friend.tech’s attempts failed, the explosiveness of social monetization was demonstrated. At the same time, anti -examination and security were social calling Web3.Social protocols such as Lens/Farcaster still carry hope.
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9. DEFI derivatives, ready to go
Financial scenarios are always the most matching high -value and applications with Real Yield.GMX’s global shared flow pool, and the efficient synthesis scheme of GAINS capital utilization continues to lead the market.This round of bull market, such as AEVO and Whales’ futures protocols, also brought the outbreak of Pre-Market.We believe that derivatives are one of the best narratives for a long time.
